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Itron shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Itron (ITRI) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Itron

Tip: Access up to 7 years of quarterly data

All positions including Itron held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Itron by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.3M 58k 108.58
2024-09-30 $6.0M 56k 106.82

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Applovin Corp Com Cl A (APP)
Ishares U S Etf Tr U.s. Tech Indepd (IETC)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Ishares New (IAU)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Core Msci Emkt (IEMG)
Amphenol Corp Cl A (APH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Abbvie (ABBV)
Comfort Systems USA (FIX)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding Itron

BlackRock
Vanguard Group
Lombard Odier Asset Management
Invesco
State Street Corporation
UBS Group
Impax Asset Management Group
Geode Capital Management
Dimensional Fund Advisors
Goldman Sachs Group
Handelsbanken Fonder AB
Amundi
Bank of New York Mellon
Macquarie Group
First Trust Advisors

View all funds holding Itron